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Disclosery

Trademark Financial Management, LLC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trademark Financial Management, LLC on AVEM, newest first. How the timeline and the estimate are built.

Trademark Financial Management, LLC held 14,783 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,783 shares
    Change vs previous 13F +8,102 shares

    0.58% of the 13F portfolio, value $1,426,412.

    13F-HR 0002085853-26-000868 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,681 shares
    Change vs previous 13F +6,681 shares

    0.26% of the 13F portfolio, value $538,355.

    13F-HR 0002085853-26-000503 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,056 shares

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 7,056 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $455,818.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).